Proposal Kit Features

Based on 13 Proposal Kit reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 15 Proposal Kit reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 10 Proposal Kit reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Based on 12 Proposal Kit reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 14 Proposal Kit reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 14 Proposal Kit reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Push and pull data from CRM to build proposals and update statuses with clients.

Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals.

Allows users to generate text based on a text prompt.